Main Street Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Main Street Group’s Portfolio DGRS Stock Details DGRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.02K	Hold	51	–	–	﹤0.01%	703
2026 Q1	$2.69K	Buy	+51	New	+$2.74K	﹤0.01%	713
2025 Q4	–	Sell	-85	Closed	-$4.24K	–	218
2025 Q3	$4.24K	Hold	85	–	–	﹤0.01%	635
2025 Q2	$3.95K	Sell	85 -25	-23%	-$1.12K	﹤0.01%	603
2025 Q1	$5.11K	Hold	110	–	–	﹤0.01%	587
2024 Q4	$5.63K	Hold	110	–	–	﹤0.01%	574
2024 Q3	$5.66K	Hold	110	–	–	﹤0.01%	573
2024 Q2	$5.12K	Sell	110 -50	-31%	-$2.39K	﹤0.01%	623
2024 Q1	$7.86K	Buy	160 +1	+0.6%	+$47	﹤0.01%	584
2023 Q4	$7.58K	Buy	+159	New	+$6.73K	﹤0.01%	873

Other funds holding DGRS

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Main Street Group's DGRS Position: Q2 2026 in Review

Main Street Group held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q2 2026 at 51 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Main Street Group first reported a position in DGRS in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.86K in Q1 2024. 15 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Main Street Group held 51 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $3.02K as of Q2 2026.
Main Street Group left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #703 holding.
Main Street Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2023 and has held it in 10 quarters since.
Main Street Group's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $7.86K in Q1 2024.
15 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.